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West Coast Financial’s Hershey HSY Stock Holding History

West Coast Financial’s Portfolio HSY Stock Details HSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-45,833
Closed -$8.79M – 171
2024
Q3 		$8.79M Buy
45,833
+698
+2% +$136K 0.97% 33
2024
Q2 		$8.3M Sell
45,135
-1,667
-4% -$323K 0.98% 31
2024
Q1 		$9.1M Buy
46,802
+424
+0.9% +$81.8K 1.1% 28
2023
Q4 		$8.65M Buy
46,378
+4,493
+11% +$851K 1.13% 27
2023
Q3 		$8.38M Buy
41,885
+40,108
+2,257% +$8.98M 1.25% 23
2023
Q2 		$444K Sell
1,777
-198
-10% -$51.9K 0.06% 101
2023
Q1 		$503K Buy
1,975
+1
+0.1% +$235 0.08% 90
2022
Q4 		$457K Sell
1,974
-318
-14% -$73.3K 0.08% 89
2022
Q3 		$505K Buy
2,292
+103
+5% +$23.1K 0.09% 83
2022
Q2 		$471K Buy
2,189
+215
+11% +$46.9K 0.08% 83
2022
Q1 		$428K Buy
1,974
+96
+5% +$19.5K 0.07% 93
2021
Q4 		$363K Buy
1,878
+223
+13% +$40.4K 0.05% 104
2021
Q3 		$280K Buy
1,655
+481
+41% +$85K 0.05% 113
2021
Q2 		$204K Buy
+1,174
New +$198K 0.03% 132

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

West Coast Financial's HSY Position: Q4 2024 in Review

West Coast Financial sold out of Hershey (HSY) in Q4 2024, closing a stake of 45,833 shares — an estimated $8.79M sold.

West Coast Financial first reported a position in HSY in Q2 2021 and held it in 14 quarters. The position peaked at $9.1M in Q1 2024. 1,344 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • West Coast Financial reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • West Coast Financial sold 45,833 Hershey shares in Q4 2024, an estimated $8.79M.
  • West Coast Financial first reported a position in Hershey in Q2 2021 and held it in 14 quarters.
  • West Coast Financial's Hershey position peaked at $9.1M in Q1 2024.
  • 1,344 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on West Coast Financial's 13F filing for Q4 2024, filed 15 Jan 2025.